Geodesic ltd FCCB bet

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Future Group Arbitrage Investment Matrix

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 Future Group Companies going restructuring before getting bought over by Reliance Retail. Existing companies are merging with Future Enterprise Limited. This presents excellent opportunity to but some of  Group companies and this matrix will help you decide which is best bet. Ex Record date will take around 3months based on past experience. Risk Elements:  Poor Performance of FEL Limited Post Deal. Poor Conversion Ratio from FEL to Reliance Retail in Future.
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Swelect Energy ltd

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Swelect Energy Ltd: Mkt Cap : 328cr CMP: 325 FV:10 Book Value: Rs703--> Tangible Book Value excluding Intangible Assets Rs 560/- Altman Z Score: 2.5-- Debt per share is Rs 40/- & Interest Coverage is around 4times. Graham Number: Rs590/- Consolidated 2018 in cr 2017 in cr Solar Product n EPC Revenue 313 282 Amex Alloys (Foundry) Revenue 86 71 Solar Product n EPC   Net Profit 10.29 6.89 Amex Alloys (Foundry) Net Profit .53 -1.81 Assets Liabilities Working Cap Solar 450cr 236cr 214cr Foundry 93.5cr 11.25cr 50.98cr Assets not deployed 450cr Swelect Energy ltd--> Key Milestones: Year 2012-> Numeric Power System  Sold it's UPS business to Legrand  France for Rs 837cr/- HHV Solar integrated with Swelect Energy ltd Year 2013, The 49 per cen...
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FMCG Houses in India... ITC v/s Rest

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In this  post, I'm covering companies such as FMCG Companies: ITC Ltd, Dabur Ltd, P&G Hygiene, HUL Ltd, Nestle Ltd, Britannia, Godrej Consumer, Marico Ltd, Emami Ltd, Jyothy Labs. Cigarette Companies: Godfrey Philips & VST Industries. Color RED indicates weak Indicator, Color Yellow Neutral or Just Average and Color BLUE stands for Positive Indicator. My favorite bet is ITC ltd for year 2020 and next 4 years.
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